Captools/net
Investment Management Software
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About Captools/net
Investment record keeping tool that helps businesses maintain client data/accounts, generate reports, track ROI performance, and more.
Categories & features
- Bonds / Stocks
- Online
- Business Hours
- Documentation
- In Person
- Web-Based, Cloud, SaaS
- Installed - Windows
- Fund Management
- For Investors & Traders
- Commodity Futures
- Benchmarking
- Modeling & Simulation
- Portfolio Rebalancing
- For Investment Advisors
- Client Portal
- Client Management
- Compliance Reporting
- Accounting Management
- Data Import/Export
- Performance Metrics
Reviews
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